Cherrydale Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cherrydale Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$438K	Buy	5,687 +15	+0.3%	+$1.1K	0.11%	52
2026 Q1	$383K	Buy	5,672 +13	+0.2%	+$902	0.12%	50
2025 Q4	$374K	Buy	5,659 +28	+0.5%	+$1.83K	0.11%	50
2025 Q3	$367K	Buy	5,631 +18	+0.3%	+$1.16K	0.12%	54
2025 Q2	$348K	Sell	5,613 -71	-1%	-$4.17K	0.12%	51
2025 Q1	$332K	Sell	5,684 -73	-1%	-$4.53K	0.13%	51
2024 Q4	$359K	Buy	5,757 +2,470	+75%	+$158K	0.14%	47
2024 Q3	$205K	Buy	+3,287	New	+$198K	0.08%	62

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cherrydale Wealth Management's IJH Position: Q2 2026 in Review

Cherrydale Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.26% in Q2 2026, buying an estimated $1.1K and bringing the position to 5,687 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #52.

Cherrydale Wealth Management first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Cherrydale Wealth Management held 5,687 shares of iShares Core S&P Mid-Cap ETF worth $438K as of Q2 2026.
Cherrydale Wealth Management bought 15 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.1K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Cherrydale Wealth Management's portfolio in Q2 2026, its #52 holding.
Cherrydale Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.